| Date | Description |
|---|
| 2023-10-12 |
delete person Ricki Hogan |
| 2023-10-12 |
delete source_ip 45.40.145.212 |
| 2023-10-12 |
insert source_ip 160.153.0.45 |
| 2023-07-25 |
delete person Alyssa Giles |
| 2023-07-25 |
insert person Levi Port |
| 2023-07-25 |
insert person Nick Martell |
| 2023-07-25 |
insert person Ricki Hogan |
| 2023-05-29 |
delete person Levi Port |
| 2023-05-29 |
delete person Maralee Page |
| 2023-03-06 |
update person_title Chris Ward: Paraplanner => Paraplanner; Wealth Advisor |
| 2023-03-06 |
update person_title Heidi Ward: Client Services Associate; Support Staff Member; Client Services Manager => Client Services Associate; Support Staff Member |
| 2023-01-30 |
delete person Melissa Hendricks |
| 2023-01-30 |
delete person Roberta Riley |
| 2023-01-30 |
delete source_ip 166.62.108.229 |
| 2023-01-30 |
insert person Derek Farley |
| 2023-01-30 |
insert person Levi Port |
| 2023-01-30 |
insert source_ip 45.40.145.212 |
| 2022-11-11 |
delete address 9017 S. Riverside Dr., Ste 120,
Sandy, UT 84070 |
| 2022-11-11 |
delete person Fransisco Carreno Tovar |
| 2022-11-11 |
update person_title Sarah Hindmarsh: Paraplanner; Client Service Associate => Associate; Paraplanner; Advisor; Client Service Associate |
| 2022-09-03 |
insert person Cody Platt |
| 2022-09-03 |
insert person Melissa Hendricks |
| 2022-09-03 |
insert person Nate Larsen |
| 2022-08-04 |
insert person Fransisco Carreno Tovar |
| 2022-07-02 |
delete cfo Bryant Armstrong |
| 2022-07-02 |
insert ceo Bryant Armstrong |
| 2022-07-02 |
update person_title Adrian Perez: Tax Associate => Bookkeeper |
| 2022-07-02 |
update person_title Andy Perkins: Paraplanner => Associate; Advisor |
| 2022-07-02 |
update person_title Bryant Armstrong: CFO; Employee at Squire & Company; Financial Advisor => Employee at Squire & Company; CEO; Financial Advisor |
| 2022-07-02 |
update person_title Claire Brown: Client Services Associate => Office Administrator |
| 2022-07-02 |
update person_title Kelby McMullin: Associate; Advisor; Member of the Wealth & Tax Advisors Team => Director of Client Service; Member of the Wealth & Tax Advisors Team |
| 2022-07-02 |
update person_title Landon Wray: Associate; Paraplanner; Advisor => Associate; Advisor |
| 2022-07-02 |
update person_title Maleena Potter: Tax Associate => Tax Department Administrator |
| 2022-07-02 |
update person_title Roberta Riley: Tax Associate => Bookkeeper |
| 2022-07-02 |
update person_title Sarah Hindmarsh: Client Services Associate; Client Service Associate => Paraplanner; Client Service Associate |
| 2022-05-31 |
insert person Carmen Crisanto |
| 2022-05-31 |
insert person David Sullivan |
| 2022-05-31 |
insert person Tanner Anderson |
| 2022-05-31 |
update person_title Alyssa Giles: Client Service Associate => Client Services Associate; Client Service Associate |
| 2022-05-31 |
update person_title Morgan Schrodt: Client Service Associate => Client Services Associate; Client Service Associate |
| 2022-05-31 |
update person_title Sarah Hindmarsh: Client Service Associate => Client Services Associate; Client Service Associate |
| 2022-04-29 |
insert person Alyssa Giles |
| 2022-04-29 |
insert person Morgan Schrodt |